BECKER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BECKER FAMILY FOUNDATION (EIN 20-1648227)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349103602
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T16:06:17-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 Walnut Street Suite 1800 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201648227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON BECKER | InCareOfNm |
| Business Name Control | BECK | BusinessNameControlTxt |
| Phone | 5638234422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SOUTH HARRISON SUITE 200 | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF BECKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5152325907 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ORTNER | PreparerPersonNm |
| PTIN | P01424879 | PTIN |
| Phone | 5152325907 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,852,145 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $512,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $512,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,651,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,308 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $216 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $656,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $653,118 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,208 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,562 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $476,989 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $476,989 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $484,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $632,556 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,160 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $10,000 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $9,553,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,640,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,750,985 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,622,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,741,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,852,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,622,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,741,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,622,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,741,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,622,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,741,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,622,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,698 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,763,906 | SubtotalAmt |
| Other Decreases | $22,393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,741,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2015-01-01 | 2015-12-31 | $561,478 | $552,801 | $8,677 | $8,677 |
| PUBLICLY TRADED SECURITIES | P | 2010-01-01 | 2015-12-31 | $1,036,910 | $958,358 | $78,552 | $78,552 |
| CAPITAL GAIN DIVIDENDS | P | $52,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $450,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,702,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046413 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,393,535 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.013888 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,137,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,616,771 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,715 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,062,309 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050291 | DistributionYr5Rt |
| Total Distribution | 0.189914 | TotalDistributionRt |
| Average Distribution | 0.037983 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,473,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $359,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,326 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $366,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $484,742 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,326 | SubtotalAmt |
| Tax Based On Investment Income | $6,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,927 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,927 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,601 | OverpaymentAmt |
| Applied To ES Tax | $5,601 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON BECKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152325907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 W RIVERSIDE ROAD | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY BECKER | ||||||||
| 102 SOUTH HARRISON SUITE 200 | DAVENPORT | IA | 52801 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHARON BECKER | ||||||||
| 102 SOUTH HARRISON SUITE 200 | DAVENPORT | IA | 52801 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,421,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,617,396 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,617,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,473,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,326 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $314 | IncomeTaxAmt |
| Total Tax | $6,640 | TotalTaxAmt |
| Distributable Before Adj | $467,017 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $467,017 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $467,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $484,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $484,742 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,326 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $478,416 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $477,237 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $484,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $477,237 | AppliedToYear1Amt |
| Applied To Current Year | $7,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $459,512 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY BECKER | ContributingManagerNm |
| Contributing Manager | SHARON BECKER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 3580 EP TRUE PKWY STE 101 | WEST DES MOINES | IA | 50265 | NONE | PC | OPERATIONAL | $77,250 | |
| GILBERT EDUCATION FOUNDATION | ||||||||
| 103 MATHEWS DRIVE | GILBERT | IA | 50105 | NONE | PC | OPERATIONAL | $3,760 | |
| UNITED WAY OF STORY COUNTY | ||||||||
| 315 CLARK AVENUE | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $20,000 | |
| AMES HISTORICAL SOCIETY | ||||||||
| 416 DOUGLAS 101 | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $1,000 | |
| BSF INTERNATIONAL | ||||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | NONE | PC | OPERATIONAL | $5,000 | |
| THE MOSAIC FOUNDATION | ||||||||
| 4980 S 118TH ST | OMAHA | NE | 68137 | NONE | PC | OPERATIONAL | $2,000 | |
| CAMP HERTKO HOLLOW INC | ||||||||
| 501 GRAND AVE | Des Moines | IA | 50309 | NONE | PC | OPERATIONAL | $12,500 | |
| CAMP COURAGEOUS | ||||||||
| 12007 190TH ST | MONTICELLO | IA | 52310 | NONE | PC | OPERATIONAL | $7,500 | |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $10,000 | PO BOX 2230 |
| BETHLEHEM HOUSE | ||||||||
| 2301 SOUTH 15TH STREET | OMAHA | NE | 68108 | NONE | PC | OPERATIONAL | $20,000 | |
| INTERNATIONAL MESSENGERS | ||||||||
| 110 Orchard Court | Clear Lake | IA | 50428 | NONE | PC | OPERATIONAL | $8,000 | PO Box 618 |
| GILBERT IOWA VOLUNTEER FIREFIGHTERS | ||||||||
| 303 1ST STREET | GILBERT | IA | 50105 | NONE | GOV | OPERATIONAL | $5,000 | |
| VARIETY - THE CHILDREN'S CHARITY | ||||||||
| 505 5TH AVENUE SUITE 310 | DES MOINES | IA | 50309 | NONE | PC | OPERATIONAL | $5,000 | |
| CHRIST COMMUNITY CHURCH | ||||||||
| 5501 GW CARVER AMES | AMES | IA | 50014 | NONE | PC | OPERATIONAL | $162,000 | |
| THE SALVATION ARMY OF STORY COUNTY | ||||||||
| 703 E LINCOLN WAY | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $2,000 | |
| FOOD AT FIRST | ||||||||
| PO BOX 87 | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $3,500 | |
| CORNERSTONE CHURCH OF AMES IOWA | ||||||||
| 56829 US-30 | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $100 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | OPERATIONAL | $72,679 | |
| GILBERT ATHLETIC BOOSTER CLUB | ||||||||
| PO BOX 41 | GILBERT | IA | 50105 | NONE | PC | OPERATIONAL | $49,000 | |
| THE MINISTRIES OF WESLEYLIFE | ||||||||
| 5508 NW 88TH STREET | JOHNSTON | IA | 50131 | NONE | PC | OPERATIONAL | $5,000 | |
| MARY GREELEY FOUNDATION | ||||||||
| 1111 DUFF AVENUE | AMES | IA | 50010 | NONE | PC | OPERATIONAL | $500 | |
| SAINT THOMAS AQUINAS CHURCH | ||||||||
| 2210 LINCOLN WAY | AMES | IA | 50014 | NONE | PC | OPERATIONAL | $5,000 | |
| NATIONAL OVARIAN CANCER COALITION | ||||||||
| PO BOX 214 | ANKENY | IA | 50021 | NONE | PC | OPERATIONAL | $100 | |
| SAINTS PETER AND PAUL CHURCH | ||||||||
| 14238 500TH AVENUE | AMES | IA | 50014 | NONE | PC | OPERATIONAL | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $476,989 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $512,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,092 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,092 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $653,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $656,210 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,650 | Amt |
| Disbursements Charitable Prps | $7,650 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT #12709 | $1,719,192 | $2,071,397 |
| UBS ACCOUNT #12943 | $2,315,271 | $2,305,556 |
| UBS ACCOUNT #12944 | $3,281,618 | $2,449,321 |
| UBS ACCOUNT #12945 | $2,324,272 | $1,924,711 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING ADJUSTMENT | Desc |
| Amt | $22,393 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $20,562 | $20,562 | |
| BANK SERVICE CHARGES | $103 | $103 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,308 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $216 | NetInvestmentIncomeAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | JEFFREY A BECKER OFFICER | BorrowerPersonNm |
| Loan Original | $10,000 | LoanOriginalAmt |
| Note | 2014-12 | NoteDt |
| Interest | 0.48 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $9,208 | Amt |